Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
-$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,119
New
Increased
Reduced
Closed

Top Buys

1
+$793M
2
+$330M
3
+$320M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$297M
5
MSFT icon
Microsoft
MSFT
+$287M

Top Sells

1
+$2.16B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$511M
5
CB
CHUBB CORPORATION
CB
+$488M

Sector Composition

1 Healthcare 9.06%
2 Technology 9.06%
3 Financials 8.68%
4 Communication Services 7.55%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3851
$1.02M ﹤0.01%
197,990
+12,187
3852
$1.02M ﹤0.01%
279,143
+87,683
3853
$1.02M ﹤0.01%
69,794
+12,870
3854
$1.02M ﹤0.01%
274,734
-562,453
3855
$1.01M ﹤0.01%
193,930
+37,276
3856
$1.01M ﹤0.01%
64,152
+5,987
3857
$1.01M ﹤0.01%
61,458
-17,312
3858
$1.01M ﹤0.01%
76,781
+16,589
3859
$1.01M ﹤0.01%
195,774
-292,738
3860
$1.01M ﹤0.01%
36,251
-627,176
3861
$1.01M ﹤0.01%
11,872
-11,027
3862
$1.01M ﹤0.01%
114,260
+68,659
3863
$1.01M ﹤0.01%
39,852
+20,301
3864
$1M ﹤0.01%
57,841
+14,815
3865
$1M ﹤0.01%
86,502
+16,279
3866
$1M ﹤0.01%
152,983
-934
3867
$1M ﹤0.01%
52,816
-58,852
3868
$1M ﹤0.01%
78,456
-541
3869
$998K ﹤0.01%
87,546
-85,218
3870
$997K ﹤0.01%
30,361
-40,337
3871
$996K ﹤0.01%
35,371
+34,407
3872
$996K ﹤0.01%
131,865
-42,565
3873
$995K ﹤0.01%
22,799
-20,366
3874
$995K ﹤0.01%
39,389
+18,482
3875
$995K ﹤0.01%
26,043
-420
153 154
155
156 157